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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,904 | $125,184-34.6% | $105,607-22.4% | $145,884-43.9% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 13.72% | 225.00%-211.3pp | 116.11%-102.4pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,813 | $3,720-51.3% | $3,167-42.8% | $4,662-61.1% |
| Participant deferral / active EE | $2,266 | $5,714-60.3% | $5,011-54.8% | $6,690-66.1% |
| Admin fee / account holder | $2,228 | $17,133-87.0% | $10,958-79.7% | $13,392-83.4% |